Success Mortgage Partners ยท 4 hours ago
In-House Loan Officer
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Real Estate
Insider Connection @Success Mortgage Partners
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Responsibilities
Actively engage with inbound and outbound leads via phone, email, and online platforms, qualifying borrowers based on their financial needs and goals.
Collect and accurately document borrower information, including income, employment details, and credit history. Run DU and calculate borrower income as part of application intake.
Review and analyze credit reports and financial documents to determine eligibility and loan options.
Maintain accurate tracking of the mortgage pipeline to ensure timely follow-ups and completion of loan processing.
Clearly explain available loan programs, interest rates, terms, and fees to help borrowers make informed decisions.
Recommend loan amounts, repayment schedules, and terms while adhering to underwriting guidelines and customer needs.
Ensure all required documents are completed and accurate before submitting files to underwriting.
Qualification
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Required
Active mortgage license (with a willingness to obtain multi-state licensing).
Minimum of one year of loan origination experience.
Proficiency with online loan platforms and CRM systems for managing leads and tracking progress.
Preferred
Familiarity with Encompass LOS is a plus.
A strong sales background with a proven ability to convert leads into applications.
A customer-service-oriented approach with a positive attitude.
Experience working collaboratively with team members and external partners.
Resourcefulness and self-motivation to take initiative and drive success.
Benefits
Health insurance
Retirement plans
Paid time off